Latest Institutional Purchases of Lpl Financial Holdings Inc. (LPLA)
This list provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$8.21K - $9.24K
|
32
$10.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
32New |
$8.21K - $9.24K
|
32
$10.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
30New |
$7.69K - $8.66K
|
30
$10K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$6.41K - $7.22K
|
25
$8.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24+ 8.76% |
$6.15K - $6.93K
|
298
$99.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
23+ 176.92% |
$5.9K - $6.64K
|
36
$12.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 6.65% |
$5.64K - $6.35K
|
353
$118K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 4.49% |
$3.85K - $4.33K
|
349
$117K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 9.52% |
$3.08K - $3.47K
|
138
$46.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12New |
$3.08K - $3.47K
|
12
$4.02K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$2.82K - $3.18K
|
11
$3.68K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$2.05K - $2.31K
|
8
$2.68K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8New |
$2.05K - $2.31K
|
8
$2.68K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 18.52% |
$1.28K - $1.44K
|
32
$10.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$1.28K - $1.44K
|
5
$1.67K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$1.28K - $1.44K
|
5
$1.67K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$1.03K - $1.16K
|
4
$1.34K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 16.0% |
$1.03K - $1.16K
|
29
$9.71K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$769 - $866
|
3
$1K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 100.0% |
$513 - $578
|
4
$1.34K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 10.53% |
$513 - $578
|
21
$7.03K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1New |
$256 - $289
|
1
$335
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1+ 0.13% |
$256 - $289
|
799
$268K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.07% |
$256 - $289
|
1.34K
$448K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 2.78% |
$256 - $289
|
37
$12.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1+ 0.01% |
$256 - $289
|
10.8K
$3.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$256 - $289
|
863
$289K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
599K+ 1589.01% |
$138M - $164M
|
637K
$213M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
48.6KNew |
$11.2M - $13.3M
|
48.6K
$16.3M
|
|
|
May 07, 2024
Q1 2024
|
12 West Capital Management LP
New York, NY |
BUY
|
- |
30.3KNew |
$6.99M - $8.3M
|
30.3K
$10.1M
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
25.2K+ 79.62% |
$5.81M - $6.9M
|
56.8K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
21.2KNew |
$4.89M - $5.8M
|
21.2K
$7.09M
|
|
|
May 08, 2024
Q1 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
12.9KNew |
$2.98M - $3.53M
|
12.9K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.13KNew |
$1.41M - $1.68M
|
6.13K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.13KNew |
$1.41M - $1.68M
|
6.13K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.03K+ 135.29% |
$1.16M - $1.38M
|
8.74K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.94KNew |
$1.14M - $1.35M
|
4.94K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.68K+ 25.71% |
$1.08M - $1.28M
|
22.9K
$7.66M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.5K+ 105.63% |
$1.04M - $1.23M
|
8.76K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.24KNew |
$978K - $1.16M
|
4.24K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.37KNew |
$777K - $922K
|
3.37K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.22KNew |
$743K - $882K
|
3.22K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.22KNew |
$743K - $881K
|
3.22K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.15KNew |
$728K - $863K
|
3.15K
$1.06M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.86KNew |
$660K - $783K
|
2.86K
$958K
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
2.52K+ 24.67% |
$582K - $690K
|
12.7K
$4.27M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.18KNew |
$503K - $597K
|
2.18K
$730K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.17KNew |
$501K - $595K
|
2.17K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.09KNew |
$482K - $571K
|
2.09K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.9KNew |
$438K - $520K
|
1.9K
$636K
|
|